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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KIG
276
Kowal Investment Group
Wisconsin
$735K +$323K +6,795 +76%
CWM
277
Cahaba Wealth Management
Georgia
$731K +$164K +3,444 +28%
OFG
278
OmniStar Financial Group
North Carolina
$730K +$84.6K +1,780 +13%
EP
279
Eudaimonia Partners
Tennessee
$724K -$479K -10,077 -39%
BTWM
280
Baker Tilly Wealth Management
Wisconsin
$720K -$2.04K -43 -0.3%
WIM
281
Westside Investment Management
California
$705K +$425K +8,953 +7%
LF
282
LifeSteps Financial
California
$701K -$164K -3,445 -19%
3LCM
283
3D/L Capital Management
Connecticut
$699K +$74.9K +1,576 +12%
SCFS
284
S.C. Financial Services
Arizona
$697K -$336K -7,071 -32%
CFN
285
Cordasco Financial Network
Florida
$679K -$15K -315 -2%
SWP
286
Stratos Wealth Partners
Ohio
$676K +$172K +3,628 +34%
SA
287
Sunesis Advisors
Kansas
$674K
FWP
288
FAS Wealth Partners
Kansas
$666K +$2.76K +58 +0.4%
WFC
289
Western Financial Corp
California
$652K +$4.47K +94 +0.7%
PCMC
290
Private Capital Management (Colorado)
Colorado
$651K
RFA
291
Resurgent Financial Advisors
Georgia
$648K +$309K +6,505 +89%
Charles Schwab
292
Charles Schwab
California
$629K +$638K +13,430 New
BBA
293
Braun-Bostich & Associates
Pennsylvania
$624K +$633K +13,332 New
BFG
294
Buttonwood Financial Group
Missouri
$623K -$945K -19,892 -60%
BSSFA
295
Baron Silver Stevens Financial Advisors
Florida
$618K +$163K +3,420 +35%
GCA
296
Gradient Capital Advisors
California
$616K -$22.4K -472 -3%
PPW
297
Pinnacle Private Wealth
Massachusetts
$615K -$59.7K -1,257 -9%
CA
298
CoreCap Advisors
Michigan
$614K -$290K -6,098 -32%
DAS
299
Dynamic Advisor Solutions
Arizona
$614K +$855 +18 +0.1%
PJSIMP
300
P.J. Schmidt Investment Management (PJS)
Wisconsin
$607K -$368K -7,749 -37%